Who owns Western Asset Mrtg Defined Oppn Fund?

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Analyze quarterly positions in Western Asset Mrtg Defined Oppn Fund with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Western Asset Mrtg Defined Oppn Fund stock

Who bought or sold Western Asset Mrtg Defined Oppn Fund this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Morgan Stanley 648k $6.9M -4% Sep 2023
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Sit Investment Associates 417k $4.5M 0% Sep 2023
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Pathstone Holdings 361k $4.0M 100% Dec 2023
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Thomas J. Herzfeld Advisors 311k $3.5M -13% Dec 2023
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Royal Bank of Canada 270k $3.0M 22% Dec 2023
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Envestnet Asset Management 252k $2.7M 3% Sep 2023
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Consolidated Portfolio Review Corp 248k $2.8M 6% Dec 2023
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Guggenheim Capital, LLC Managers 186k $2.1M 1% Dec 2023
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Riverbrige Partners 128k $1.4M 1% Dec 2023
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Mml Investors Services 110k $1.2M -5% Sep 2023
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Advisor Partners Ii 103k $1.1M 100% Sep 2023
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Park Avenue Securities 80k $895k 3% Dec 2023
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Moors & Cabot 71k $798k 6% Dec 2023
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Goss Wealth Management 69k $742k -17% Sep 2023
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LPL Financial 63k $669k 19% Sep 2023
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Invesco 37k $393k -31% Sep 2023
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Advisor Group Holdings 35k $395k -45% Dec 2023
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Baird Financial 35k $395k 86% Dec 2023
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Regal Investment Advisors 32k $337k -5% Sep 2023
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Roberts Glore & Co 31k $346k 4% Dec 2023
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UBS Group 31k $346k 18% Dec 2023
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Aviance Capital Partners 30k $331k -7% Dec 2023
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Captrust Financial Advisors 24k $269k 0% Dec 2023
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Cambridge Investment Research Advisors 24k $265k -8% Dec 2023
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Commonwealth Equity Services 21k $237k 1% Dec 2023
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SeaCrest Wealth Management 20k $217k 1% Dec 2023
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Oppenheimer & Co 16k $169k -1% Sep 2023
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Northwestern Mutual Wealth Management Company 15k $162k 0% Sep 2023
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Raymond James Financial Services Advisors 15k $169k -2% Dec 2023
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Integrated Wealth Concepts 14k $149k 0% Sep 2023
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Integrated Capital Management 14k $154k -2% Dec 2023
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SFI Advisors 13k $150k 0% Dec 2023
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Susquehanna International 13k $137k 100% Sep 2023
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Ameriprise Financial 13k $135k 0% Sep 2023
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Bank of America Corporation 11k $120k 29% Dec 2023
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Advisory Services Network 7.5k $84k 100% Dec 2023
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Jpmorgan Chase & Co 2.6k $29k 2665% Dec 2023
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Brian McDonald 2.0k $21k 100% Sep 2023
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Steward Partners Investment Advisory 1.0k $11k 0% Dec 2023
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Principal Securities 775.00 $8.7k 100% Dec 2023
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Proequities 650.00 $7.3M 0% Dec 2023
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Pin Oak Investment Advisors 450.00 $5.0k 0% Dec 2023
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CWM 378.00 $4.0k 0% Dec 2023
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Citigroup 4.00 $45.000000 0% Dec 2023
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Wells Fargo & Company 1.00 $16.000000 -50% Dec 2023
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Who sold out of Western Asset Mrtg Defined Oppn Fund?

Fund or Company Name Date Sold Shares Held Valued At
Deschutes Portfolio Strategy Sep 2023 94k $1.0M
Rockefeller Capital Management Sep 2023 21k $229k
Arlington Capital Management Sep 2023 14k $148k
Quad-Cities Investment Group Sep 2023 13k $136k
Atria Wealth Solutions Sep 2023 10k $112k
FNY Investment Advisers Sep 2023 200.00 $2.0k